Filed April 18, 2013 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
FORVIS MAZARS, LLP3 years Filed as: FORVIS, LLP Service code 10 1248 O STREET, STE 1040 · LINCOLN, NE 68508 | Accounting | $18,554 |
HOPKINS & HOWARD, P.C.10+ years Service code 34 PO BOX 11357 · ST. LOUIS, MO 63105 | Valuation (appraisals, etc.) | $13,600 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,442 | $129,021-48.5% | $184,203-63.9% | $77,643-14.4% |
| Participation rate | 97.5% | 87.3%+10.1pp | 86.8%+10.6pp | 70.6%+26.9pp |
| Annual return | 9.03% | 33.27%-24.2pp | 28.81%-19.8pp | 31.24%-22.2pp |
| Employer contribution / active EE | $4,318 | $4,413-2.1% | $6,427-32.8% | $2,726+58.4% |
| Participant deferral / active EE | $0 | $7,297-100.0% | $9,131-100.0% | $4,647-100.0% |
| Admin fee / account holder | $40 | $254-84.2% | $13,901-99.7% | $430-90.7% |